Stepping Back from the Madness

I have been away for a few weeks and it is amazing how a break from the day to day grind can put things into perspective.  Since I have been gone the Libya crisis has escalated into a civil war and Japan has been hit by a massive earthquake and a tsunami.  Both of these have rocked the markets.  Oil initially spiked on the Libyan concerns and now appears to be reversing on concerns that the Japanese may not have the ability to use large swathes of oil until they recover from the devastation.  Stock markets are swinging violently and micro cap stocks in China have been battered by fraud charges, some of which seem to have merit. The pace at which things are happening and at which news is disseminated is amazing and investor portfolios are destroyed in a matter of seconds.  It is a very violent time and not for the faint of heart.

Personally my portfolio has taken a hit but I am not worried as I was able to step back from the madness while on leave and have formulated a truly unique plan to recover quickly and to grow in leaps and bounds in the coming years.  It is amazing how easy it is to see the opportunities right in front of you when you are able to switch off all the noise.  In my experience these opportunities have often sat there for ages beckoning you but you push them to the side as either irrelevant or not worthy of your attention.  Once the noise is gone you have the ability to focus and things become crystal clear and the path is revealed.  To say the least it is very exciting.

In the current global economic environment it is very important to protect what you have.  Once that is done then comes the hard part, trying to grow the asset base.  Currently yields on short term interest rates are at rock bottom and this is affecting everyone from the elderly relying on the income to investors that do not want to take a gamble with their hard earned money.  Anyone who is in a short term CD or money market style investment is losing to inflation at an alarming rate (counter to the story that the Federal Reserve is broadcasting).

Offering a solution to this problem was my epiphany.  Safe, secure investments that can be backed with liquidity and a decent rate of return will provide a solution to the low interest rates investors are receiving while investors in my fund will be provided an incredible return and a huge opportunity.  Furthermore, removing the risk from a volatile market that rewards the high frequency traders at the expense of the general public and the value investor makes complete sense.  Protect what you have and grow it as close to risk free as possible is the name of the game right now and I for one am all in on this trade.  If you would like to learn more about this opportunity let me know, but for now it is time to hunker down, accept lower rates of return and protect your assets.